OPWM

Oxinas Partners Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 26.84%
This Quarter Est. Return
1 Year Est. Return
+26.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.67M
3
+$2.77M
4
AMZN icon
Amazon
AMZN
+$2.43M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.3M

Top Sells

1
+$5.3M
2
+$1.57M
3
+$1.26M
4
BOIL icon
ProShares Ultra Bloomberg Natural Gas
BOIL
+$884K
5
DUG icon
ProShares UltraShort Energy
DUG
+$806K

Sector Composition

1 Consumer Discretionary 12.49%
2 Technology 8.08%
3 Industrials 5.38%
4 Communication Services 3.98%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 1.09%
13,140
+10,740
27
$1.3M 0.99%
+4,228
28
$1.29M 0.98%
10,065
+2,236
29
$1.29M 0.98%
220,820
+121,420
30
$1.28M 0.97%
+18,276
31
$1.28M 0.97%
40,702
-19,105
32
$1.1M 0.84%
8,678
+399
33
$1.05M 0.79%
34,396
+611
34
$989K 0.75%
16,381
-83
35
$983K 0.75%
19,955
-148
36
$971K 0.74%
7,061
+158
37
$959K 0.73%
110,822
+100
38
$913K 0.69%
19,989
-895
39
$910K 0.69%
62,760
-19,784
40
$909K 0.69%
88,790
-32,302
41
$864K 0.66%
3,519
42
$857K 0.65%
10,212
-14,958
43
$844K 0.64%
1,643
+8
44
$830K 0.63%
29,291
-14,461
45
$827K 0.63%
11,783
+302
46
$772K 0.59%
7,792
-353
47
$725K 0.55%
17,901
-1,269
48
$653K 0.5%
4,774
-535
49
$621K 0.47%
11,555
+635
50
$592K 0.45%
11,857
-8,709
1
2
3 4 5